For each employee, you can create an adjustment record to change the year-to-date amounts as of any cheque date.

 

To adjust any carry over amounts from the previous year (ex. vacation related amounts), you would create a January 1, yyyy adjustment record for the employee (where yyyy is the New Year).

 

To convert payroll information from another payroll system to WinTax during the year, you can create adjustment records with a cheque date before the 1st WinTax generated pay.

 

To create an adjustment record for an employee:

-select tax year (Ex. 2010)

-select employee

-Use the 'Manual Adj' function (or from the 'Maintenance' menu on the toolbar).

-click 'NEW' to create adjustment record and select your desired date for pay period and chq date.

-on 1st column, look for the item you want to adjust

-type the adjustment amount (plus or minus) on the next column. Note that the YTD column will reflect the year-to-date amount as of the adjustment record cheque date.